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Morgan Stanley shares owned by Valued Wealth Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Valued Wealth Advisors from 13F filings

Historical chart of Valued Wealth Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Valued Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Valued Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.7k 93 104.39
2024-06-30 $7.0k 72 97.31
2024-03-31 $4.5k 48 94.31

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View all positions for Valued Wealth Advisors

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
Vanguard Group
BlackRock
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
Goldman Sachs Group
Capital Research Global Investors
T. Rowe Price Associates
Northern Trust

View all funds holding Morgan Stanley